Scheduling a Video Session for a Provider and Patient

User types this applies to:

• Manager
• Organization Admin
• Scheduling Facilitator

How To Schedule

1. Login
2. Click Organization Management
3. If you're a member of more than one organization, navigate to the organization you are scheduling for
4. Click Organization Calendar
• NOTE: If you handle scheduling for more than one “organization” in VisuWell, you will not see Organization Calendar here in the left sidebar. Instead, you’ll see the different organizations you schedule for. Click on the one you need to schedule for and then click Manage Schedule on the organization tile that appears.
  
5. Hover over Schedule and click Session 
6. The "Include Me" checkbox should only be checked if you will be a member of this session
7. Select the provider from the “User” dropdown by typing or scrolling
8. You can add a patient who you've already added to the system, or any other user in the system, by clicking + add guest
   
   
9. If you need to add someone who is not already added to the system, you can click + add another guest
   • This will allow you to add the name and email and/or SMS phone number to invite a person to the session
10. Click Next
11. Choose the Service Type which will determine the amount of time blocked off on the schedule
12. Choose the Location from the dropdown
13. Choose the Organization from the dropdown        
14. Click Next
15. Confirm that all details are accurate
16. Click Finish